Add hosts to the address book

Add a host

1. From the left sidebar in VisitorOS, select Manage.
2. Select Address Book.
   
3. Select New Contact.

4. Enter the following information for the host:

   • In Name, enter the host's name.
   • Optionally, if you want to add the name of their team, enter it in Division.
   • Optionally, if you want to add their job title, enter it in Job Title.
   • In Email, enter the host's email address.
   • Optionally, if you want to include their phone number to receive text message notifications, enter it in Mobile Number.

   

5. Under Visitor "Sign-in Notification Methods", select one or more notification methods:

   • Select Email to send notifications by email.
   • Select SMS to send notifications by text message.
   • Select Voice to send notifications by voice message.

   Important:

   For notifications to work, ensure the following:

   • For SMS and voice notifications, the host must have a valid phone number entered in "Mobile Number".

   • Your site is configured for the notification methods you selected. If your an administrator, see Set up sign-in notifications, Set up sign-out notifications, Set up sign-out reminders, and Set up offline device notifications.

6. Under "Sites", use the drop-down menu to select the sites where the host can be selected.
7. Optionally, if you want to email the host to let them know they have been added as a host, select Send Welcome Email.
   
8. Optionally, if you want to configure additional settings, make the following changes in the "Details" panel:
   • Turn on Pin to 'Host selection' screen to show the host as a suggested host without requiring visitors to search for them.
   • In Manager, search for and select the host's manager. The manager must already be in the address book.
   • In Personal Assistant(s), search for and select the host's personal assistant.
   • In Tags, enter keywords to help filter and find hosts in the address book.
   • In Notes (Internal), enter notes that can only be viewed by other users who have access to the address book.
9. Optionally, to send notifications to other email addresses or phone numbers, select Additional Contacts and enter their Secondary Email, Additional Mobile Numbers, or Primary Office Phone Number. 
10. Select Save to add the host to the address book.

Bulk add hosts

To add multiple hosts to the address book, prepare a CSV, TXT, or XLSX file that contains your guest information. For more information, see Prepare a CSV file to add hosts to the address book.

1. From the left sidebar in VisitorOS, select Manage.
2. Select Address Book.
   
3. In the upper-right corner, select the Import   icon.
4. In the "File Upload", drag and drop your CSV file in the upload area. 
5. Select Next.
6. If the first row of your file contains column names, select Column Names In The First Data Row.
7. If you are uploading a TXT file, select the correct Column delimiter. For other file types, keep the default setting.
8. Review the column mapping and confirm each field maps to the correct column in your file. For example, if your file has a column named "Email", map it to "Email Address".
   
9. Select Next.
10. Optionally, to keep only hosts from your file in the address book and remove all others, select Remove Contacts That Are Not In This File.
11. Select Import.
12. Review the completed import and select Done.